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Overview - Credit Memos

The Credit Memo feature is part of Parts Management. It allows you to create a record of parts or miscellaneous charges that have been returned to a vendor. You can create a credit memo after an invoice has been created. Credit memos have an initial status of Pending that indicates items to be returned when you have selected to manually acknowledge credit memos. Credit memos with a status of Acknowledged indicate that the returned item has been picked up by the vendor.

Overview

Working with Parts

Workfile - Parts Tab

See Also

Creating a Parts Return From a Workfile

Creating a Partial Credit From a Workfile

Searching Credit Memos

Adding Attachments to a Credit Memo

Acknowledging a Pending Credit Memo

Acknowledging Credits for Multiple Repair Orders

Voiding a Pending Credit Memo

Screen Description

Parts Tab - Summary Screen

Parts Tab - By Document Type Screen

Parts Tab - By Vendor Screen

Parts Tab - By RO Lines Screen